Details


WHEN: Thursday, December 5 at 10:00 AM Pacific (1:00 PM Eastern)
LENGTH: 30 minutes
JOIN: Zoom meeting login sent with registration
QUESTIONS: sales@safarisop.com

TOPICS
We’ll provide practical strategies for implementing BSA workflows, including:
  • Configuring Notification Tracking: Step-by-step instructions for enabling and managing BSA workflows within your subpoena management system
  • Workflow Timing Options: Explore pre- and post-document delivery analysis options to align with your institution’s needs
  • Improving Compliance Monitoring: Learn how to set up custom reports and track key dates to ensure seamless compliance

PRESENTER
Tom Melling TOM MELLING
CEO / Co-Founder, Safari SOP

X9 Legal Exchange Committee Member
Stanford CodeX Affiliate

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